Good morning. I am not sure what the ‘asset allocation’ line is (I guess JP Morgan’s allocation), but it is a nice overview of the various bond returns over the years
http://www.ritholtz.com/blog/2013/06/looking-at-asset-class-returns-by-year/
And speaking of asset returns, here’s another chart:
http://www.businessinsider.com/asset-class-returns-since-november-2008-2013-6
Mark Thoma lists seven forms of market failure. Not all apply outside the US, but still
http://www.thefiscaltimes.com/Columns/2013/06/18/7-Important-Examples-of-How-Markets-Can-Fail.aspx
“Tokyo Shares Get a Second Look” From the WallStreet Journal
http://online.wsj.com/article/SB10001424127887323836504578551331459129980.html
More trouble brewing in China? Interbank rates have spiked (although they have done so in the past as well)
http://www.businessinsider.com/pboc-no-relief-amid-credit-crunch-2013-6
The credit quality of companies is steadily deteriorating, according to these charts…
http://www.zerohedge.com/news/2013-06-18/credit-cycle-over
…which brings us to this chart: corrections in High Yields. We have seen nothing out of the ordinary just yet
http://www.zerohedge.com/news/2013-06-18/what-correction-could-look
I continue to hear Nigeria popping up as the big up and coming economy…
http://www.economist.com/blogs/graphicdetail/2013/06/daily-chart-10
How to lie with charts: initial claims ‘closely mirror’ stocks. Except that the axis is somewhat off…
http://blogs.wsj.com/moneybeat/2013/06/18/the-rally-in-three-charts-hint-its-not-all-about-the-fed/
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